REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

87 hedge funds and large institutions have $222M invested in iShares Residential and Multisector Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
14
Increased
38
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
Mainstay Capital Management
Michigan
$42.3M
2
UBS Group
UBS Group
Switzerland
$8.12M
3
Jane Street
Jane Street
New York
$5.25M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.17M
5
Bank of America
Bank of America
North Carolina
$8.08M

Top Sellers

1
NCM
Niemann Capital Management
Nevada
$20.9M
2
SWM
Segment Wealth Management
Texas
$0
3
FIM
Freedom Investment Management
Connecticut
$3.57M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.41M
5
SPC
Sigma Planning Corp
Michigan
$318K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
26
Stratos Wealth Advisors
Ohio
$1.76M +$15.9K +218 +0.9%
CMP
27
Courage Miller Partners
Virginia
$1.48M -$34.5K -474 -2%
QA
28
Quantitative Advantage
Minnesota
$1.32M -$94.5K -1,296 -7%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.28M +$68.7K +942 +6%
Citadel Advisors
30
Citadel Advisors
Florida
$1.04M +$1.04M +14,232 New
FGAM
31
Financial Gravity Asset Management
Texas
$989K -$409K -5,607 -29%
AG
32
Advisor Group
Arizona
$889K +$138K +1,888 +18%
CFGS
33
Concourse Financial Group Securities
Alabama
$846K +$289K +3,963 +52%
AFA
34
American Financial Advisors
Georgia
$842K -$37.9K -520 -4%
Goldman Sachs
35
Goldman Sachs
New York
$837K +$396K +5,436 +90%
CAN
36
Cetera Advisor Networks
California
$693K +$49.5K +677 +8%
PFS
37
Prospera Financial Services
Texas
$676K +$676K +9,275 New
BCM
38
Brookstone Capital Management
Illinois
$507K -$37.1K -508 -7%
FHC
39
First Heartland Consultants
Missouri
$501K +$501K +6,875 New
NFG
40
Next Financial Group
Texas
$498K +$459K +6,296 +1,181%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$494K -$6.85K -94 -1%
BFPW
42
BOK Financial Private Wealth
Colorado
$462K – – –
CA
43
Cetera Advisors
Colorado
$436K +$99.3K +1,360 +30%
MCM
44
Murphy Capital Management
New Jersey
$403K -$21.2K -291 -5%
CAM
45
Cozad Asset Management
Illinois
$394K – – –
PS
46
Portfolio Strategies
New York
$380K +$380K +5,214 New
NEGWA
47
New England Guild Wealth Advisors
Connecticut
$378K +$35.2K +483 +10%
IWM
48
IHT Wealth Management
Illinois
$365K +$9.85K +135 +3%
AAS
49
Avantax Advisory Services
Texas
$361K +$1.6K +22 +0.4%
VCM
50
Virtue Capital Management
Tennessee
$320K +$93.4K +1,279 +41%
1
2
3 4